James S. Hall

BLACK RAVEN INVESTMENTS

Celebration, FL 34747

Some features on this profile are disabled

CRD#: 6852098

Professional summary

James Stroman Hall, who also goes by J.s. N/a, is a registered financial advisor currently at BLACK RAVEN INVESTMENTS, LLC located in Celebration, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. James has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J.s. N/a

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I serve as trustee for three irrevocable trusts. As trustee, I have a fiduciary responsibility to the beneficiaries and am responsible for the administration of the trusts. Each of the three trusts are also clients of Black Raven Investments, LLC. I also own a small consulting firm (Hidden Solutions, LLC). The business entity has no employees, no income, and minimal expenses. The business continues to exists solely for the purpose of selling two issued patents.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Stroman Hall's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 24, 2017 - Present

BLACK RAVEN INVESTMENTS, LLC

Office #1: 1420 Celebration Blvd Suite 200, Celebration, FL 34747

RIA

CRD#: 289853

Celebration, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/24/2017)

IAR

Texas
(11/6/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/16/2017

Uniform Investment Adviser Law Examination

Current Firm

BLACK RAVEN INVESTMENTS, LLC

CRD#: 289853 / SEC#:

Florida

Registered Investment Advisory firm - (10/24/2017 Approved)

Texas

Registered Investment Advisory firm - (2/5/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1420 Celebration Blvd Suite 200, Celebration, FL 34747

Mailing Address

Phone number

(407) 906-5645

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 20,833,240

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Eric Ellis

ELLIS FINANCIAL PLANNING

IAR

CLARKSVILLE, TN

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

IAR

Fort Myers, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James S. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Stroman Hall's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACK RAVEN INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2017

Current Firm

BLACK RAVEN INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLACK RAVEN INVESTMENTS, LLC

TRUST BUT VERIFY

Similar Advisors